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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,589 | $94,439-94.1% | $73,658-92.4% | $154,746-96.4% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | -12.15% | 28.25%-40.4pp | 29.72%-41.9pp | 172.34%-184.5pp |
| Employer contribution / active EE | $1,360 | $1,257+8.2% | $1,032+31.7% | $4,379-68.9% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |